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Unum Group (UNM)

CUSIP: 91529Y106 | NYSE | Financial Services · Insurance - Life | Large Cap | 2113 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP4,041,677
0.1% of portfolio›$354.6M
Bank of New York Mellon Corp1,197,566
0.0% of portfolio›$105.1M
Swedbank AB737,355
0.1% of portfolio›$64.7M
Assenagon Asset Management S.A.625,411
0.1% of portfolio›$54.9M
Grace & White Inc487,610
7.0% of portfolio›$42.8M
Wedge Capital Management L L P354,695
0.5% of portfolio›$31.1M
Allspring Global Investments Holdings, LLC353,251
0.0% of portfolio›$31.1M
Principal Financial Group Inc331,065
0.0% of portfolio›$29.0M
Truist Financial Corp321,422
0.0% of portfolio›$28.2M
ProShare Advisors LLC313,734
0.0% of portfolio›$27.5M
Retirement Systems of Alabama284,930
0.1% of portfolio›$25.0M
Gateway Investment Advisers LLC238,689
0.2% of portfolio›$20.9M
Creative Planning229,257
0.0% of portfolio›$20.1M
New York State Teachers Retirement System127,015
0.0% of portfolio›$11.1K
Imc-Chicago, LLC121,108
0.0% of portfolio›$10.6M
US Bancorp \de\110,605
0.0% of portfolio›$9.7M
Citigroup Inc109,262
0.0% of portfolio›$9.6M
Wealth Enhancement Advisory Services, LLC103,400
0.0% of portfolio›$9.3M
AlphaCore Capital LLC97,955
0.1% of portfolio›$8.6M
DekaBank Deutsche Girozentrale93,386
0.0% of portfolio›$8.2K
Commonwealth Equity Services, LLC82,991
0.0% of portfolio›$7.3M
Silver Lake Advisory, LLC72,658
2.3% of portfolio›$6.4M
Viking Fund Management LLC70,000
0.5% of portfolio›$6.1M
Fifth Third Bancorp66,432
0.0% of portfolio›$5.8M
Amalgamated Bank64,912
0.0% of portfolio›$5.7K
Thrivent Financial for Lutherans64,388
0.0% of portfolio›$5.6K
Livforsakringsbolaget Skandia, Omsesidigt60,300
0.2% of portfolio›$5.3M
State of Alaska, Department of Revenue60,172
0.0% of portfolio›$5.3K
Mutual of America Capital Management LLC52,644
0.0% of portfolio›$4.6M
PensionDanmark Pensionsforsikringsaktieselskab48,243
0.0% of portfolio›$4.2M
State of New Jersey Common Pension Fund D44,952
0.0% of portfolio›$3.9M
Louisiana State Employees Retirement System42,800
0.1% of portfolio›$3.8M
Ethic Inc.42,461
0.0% of portfolio›$3.7M
Nisa Investment Advisors, LLC42,328
0.0% of portfolio›$3.7M
Arizona State Retirement System40,520
0.0% of portfolio›$3.6M
TD Private Client Wealth LLC40,058
0.1% of portfolio›$3.5M
Yousif Capital Management, LLC39,863
0.0% of portfolio›$3.5M
apricus wealth, LLC37,670
1.5% of portfolio›$3.3M
Great Diamond Partners, LLC36,700
0.5% of portfolio›$3.2M
Peak Financial Advisors LLC35,833
1.4% of portfolio›$3.1M
Sculati Wealth Management, LLC35,252
1.1% of portfolio›$3.3M
Ritholtz Wealth Management34,558
0.0% of portfolio›$3.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS34,386
0.0% of portfolio›$3.0M
Naples Global Advisors, LLC34,266
0.2% of portfolio›$3.0M
State of Michigan Retirement System33,800
0.0% of portfolio›$3.0M
Waterfront Wealth Inc.32,479
0.5% of portfolio›$3.0M
New Mexico Educational Retirement Board32,443
0.0% of portfolio›$2.8K
Klein Pavlis & Peasley Financial, Inc.31,500
1.4% of portfolio›$2.8M
Kendall Capital Management30,909
0.4% of portfolio›$2.7M
Oregon Public Employees Retirement Fund29,883
0.0% of portfolio›$2.6M
Aviance Capital Partners, LLC27,844
0.2% of portfolio›$2.4M
Concurrent Investment Advisors, LLC27,728
0.0% of portfolio›$2.4M
Goelzer Investment Management, Inc.27,377
0.1% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.26,665
0.0% of portfolio›$2.3K
Bokf, NA26,167
0.0% of portfolio›$2.3M
Forvis Mazars Wealth Advisors, LLC25,480
0.0% of portfolio›$2.2M
Bailard, Inc.25,450
0.0% of portfolio›$2.2M
Ascent Group, LLC23,131
0.1% of portfolio›$2.0M
Pictet Asset Management Holding SA22,229
0.0% of portfolio›$2.0M
Nilsine Partners, LLC21,658
0.1% of portfolio›$1.9M
New York Life Investment Management LLC21,049
0.0% of portfolio›$1.8M
Investors Research Corp21,001
0.3% of portfolio›$1.8M
Genus Capital Management Inc.20,310
0.2% of portfolio›$1.8M
Neumann Capital Management, LLC20,250
0.5% of portfolio›$1.8M
Abacus Planning Group, Inc.19,979
0.2% of portfolio›$1.8M
Signaturefd, LLC19,821
0.0% of portfolio›$1.7M
Vise Technologies, Inc.19,641
0.0% of portfolio›$1.7M
Y-Intercept (Hong Kong) Ltd19,591
0.0% of portfolio›$1.7M
Xponance LLC19,578
0.0% of portfolio›$1.7M
MacKenzie Financial Corp19,299
0.0% of portfolio›$1.7M
HB Wealth Management, LLC19,255
0.0% of portfolio›$1.7M
Evergreen Capital Management LLC18,727
0.0% of portfolio›$1.6M
Gradient Investments LLC17,680
0.0% of portfolio›$1.6M
Exchange Traded Concepts, LLC17,006
0.0% of portfolio›$1.5M
JSF Financial, LLC15,797
0.2% of portfolio›$1.4M
Sky Investment Group LLC15,703
0.1% of portfolio›$1.4M
Chicago Partners Investment Group LLC15,599
0.0% of portfolio›$1.4M
Burney Co/14,856
0.0% of portfolio›$1.3M
XML Financial, LLC13,555
0.1% of portfolio›$1.2M
Illinois Municipal Retirement Fund13,077
0.0% of portfolio›$1.1M
Lido Advisors, LLC12,860
0.0% of portfolio›$1.1M
North Dakota State Investment Board12,800
0.0% of portfolio›$1.1M
Assetmark, Inc12,650
0.0% of portfolio›$1.1M
Wedmont Private Capital12,592
0.0% of portfolio›$1.2M
Parrish Capital LLC12,359
1.1% of portfolio›$1.1M
Virginia Retirement Systems ET Al12,020
0.0% of portfolio›$1.1M
Jefferies Financial Group Inc.11,305
0.0% of portfolio›$991.8K
Patten & Patten Inc11,202
0.1% of portfolio›$982.8K
Crossmark Global Holdings, Inc.10,963
0.0% of portfolio›$961.8K
Prospera Financial Services Inc10,922
0.0% of portfolio›$997.4K
Machina Capital S.A.S.10,878
0.1% of portfolio›$954.3K
Choreo, LLC10,684
0.0% of portfolio›$937.3K
Total Wealth Planning & Management, Inc.10,595
0.7% of portfolio›$929.5K
Maryland State Retirement & Pension System10,370
0.0% of portfolio›$909.8K
Gamma Investing LLC10,078
0.0% of portfolio›$884.1K
Park Avenue Securities LLC10,013
0.0% of portfolio›$878
Lecap Asset Management LTD9,993
0.4% of portfolio›$876.7K
Greenleaf Trust9,951
0.0% of portfolio›$873.0K
DMC Group, LLC9,833
0.6% of portfolio›$862.6K
Venture Visionary Partners LLC9,570
0.0% of portfolio›$839.7K
Carret Asset Management, LLC9,482
0.1% of portfolio›$831.9K
Ashton Thomas Private Wealth, LLC9,413
0.0% of portfolio›$825.8K
Accurate Wealth Management, LLC9,389
0.1% of portfolio›$864.3K
First Citizens Bank & Trust Co9,198
0.0% of portfolio›$806.9K
Swiss Life Asset Management Ltd9,135
0.0% of portfolio›$801.4K
Greenwood Capital Associates LLC8,761
0.1% of portfolio›$768.6K
Old Port Advisors8,752
0.2% of portfolio›$767.8K
Elevation Point Wealth Partners, LLC8,360
0.0% of portfolio›$733.4K
Old National Bancorp8,167
0.0% of portfolio›$716.5K
Aspen Investment Management Inc8,150
0.0% of portfolio›$715
Farther Finance Advisors, LLC7,899
0.0% of portfolio›$693.0K
Atria Investments, Inc7,888
0.0% of portfolio›$692.0K
BOS Asset Management, LLC7,661
0.2% of portfolio›$672.1K
Dumont & Blake Investment Advisors LLC7,579
0.2% of portfolio›$664.9K
D.A. Davidson & Co.7,545
0.0% of portfolio›$662.0K
Fifth Third Wealth Advisors LLC7,545
0.0% of portfolio›$661.9K
Hennion & Walsh Asset Management, Inc.7,515
0.0% of portfolio›$659.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7,372
0.0% of portfolio›$646.7K
Leisure Capital Management7,172
0.2% of portfolio›$629.2K
Kestra Advisory Services, LLC7,126
0.0% of portfolio›$625.1K
Fulcrum Asset Management LLP7,091
0.0% of portfolio›$625.7K
Citizens Financial Group Inc7,024
0.0% of portfolio›$616.2K
Regions Financial Corp6,860
0.0% of portfolio›$601.8K
Parallel Advisors, LLC6,410
0.0% of portfolio›$562.4K
Csenge Advisory Group6,305
0.0% of portfolio›$553.1K
Patten Group, Inc.5,962
0.1% of portfolio›$523.1K
Investors Asset Management of Georgia Inc5,951
0.2% of portfolio›$522.1K
Glenview Trust Co5,893
0.0% of portfolio›$517.0K
Anchyra Partners LLC5,798
0.1% of portfolio›$508.7K
Aries Wealth Management5,736
0.1% of portfolio›$503.2K
Quadrant Capital Group LLC5,726
0.0% of portfolio›$527.1K
TD Waterhouse Canada Inc.5,646
0.0% of portfolio›$497.1K
Means Investment Co., Inc.5,374
0.0% of portfolio›$471.5K
Krilogy Financial LLC5,295
0.0% of portfolio›$489.8K
Brighton Jones LLC5,263
0.0% of portfolio›$461.7K
Compound Planning, Inc.5,231
0.0% of portfolio›$458.9K
CIBC Asset Management Inc5,063
0.0% of portfolio›$444.2K
KBC Group NV5,007
0.0% of portfolio›$439
Praxis Investment Management Inc4,937
0.0% of portfolio›$433
Patriot Financial Group Insurance Agency, LLC4,641
0.0% of portfolio›$407.1K
First Horizon Corp4,581
0.0% of portfolio›$401.9K
Sterling Capital Management LLC4,570
0.0% of portfolio›$400.9K
Wedbush Securities Inc4,521
0.0% of portfolio›$397
Certuity, LLC4,511
0.0% of portfolio›$395.8K
Compass Financial Management LLC4,476
0.0% of portfolio›$392.7K
Coastline Trust Co4,470
0.0% of portfolio›$392.2K
Park Capital Management, LLC / WI4,389
0.2% of portfolio›$385.0K
Midwest Trust Co4,276
0.0% of portfolio›$375.1K
Perigon Wealth Management, LLC4,218
0.0% of portfolio›$370.1K
Jacobi Capital Management LLC4,208
0.0% of portfolio›$369.1K
Commonwealth Financial Services, LLC4,189
0.1% of portfolio›$367.5K
Mather Group, Llc.4,180
0.0% of portfolio›$366.7K
HUB Investment Partners, LLC4,118
0.0% of portfolio›$361.3K
Arnhold LLC4,000
0.0% of portfolio›$350.9K
Elyxium Wealth, LLC3,977
0.0% of portfolio›$348.9K
Wetzel Investment Advisors, Inc.3,975
0.1% of portfolio›$348.7K
Diversified Enterprises, LLC3,967
0.0% of portfolio›$348.0K
Daymark Wealth Partners, LLC3,864
0.0% of portfolio›$339.0K
Crestwood Advisors Group, LLC3,815
0.0% of portfolio›$334.7K
Centurion Wealth Management LLC3,788
0.1% of portfolio›$332.3K
Sumitomo Mitsui Trust Group, Inc.3,630
0.0% of portfolio›$318.5K
Sage Rhino Capital LLC3,545
0.1% of portfolio›$311.0K
Aaron Wealth Advisors LLC3,532
0.0% of portfolio›$309.9K
Simplex Trading, LLC3,527
0.0% of portfolio›$309.4K
Welch & Forbes LLC3,515
0.0% of portfolio›$308.4K
Viewpoint Investment Partners Corp3,500
0.1% of portfolio›$307.1K
Hanson & Doremus Investment Management3,480
0.0% of portfolio›$305
NorthCrest Asset Manangement, LLC3,370
0.0% of portfolio›$312.2K
Capital Square, LLC3,333
0.1% of portfolio›$292.5K
Childress Capital Advisors, LLC3,309
0.0% of portfolio›$290.3K
Eastern Bank3,298
0.0% of portfolio›$289.3K
Nichols & Pratt Advisers LLP3,270
0.0% of portfolio›$288.0K
Paulson Wealth Management Inc.3,261
0.1% of portfolio›$286.1K
Kathmere Capital Management, LLC3,209
0.0% of portfolio›$281.5K
Bank & Trust Co3,202
0.2% of portfolio›$280.9K
Versant Capital Management, Inc3,166
0.0% of portfolio›$277.8K
J.W. Cole Advisors, Inc.3,119
0.0% of portfolio›$273.6K
Sterling Investment Counsel, LLC3,043
0.1% of portfolio›$267.0K
Sage Capital Management, LLC3,040
0.1% of portfolio›$266.8K
KPP Advisory Services LLC2,994
0.0% of portfolio›$262.7K
Valeo Financial Advisors, LLC2,988
0.0% of portfolio›$262.2K
Obsidian CIO, LLC2,988
0.2% of portfolio›$262.1K
Advisor OS, LLC2,970
0.0% of portfolio›$260.6K
Syverson Strege & Co2,960
0.1% of portfolio›$259.7K
Net Worth Advisory Group2,958
0.1% of portfolio›$260.6K
Symmetry Partners, LLC2,905
0.0% of portfolio›$254.9K
Fragasso Financial Advisors Inc2,901
0.0% of portfolio›$265.9K
Apollon Wealth Management, LLC2,820
0.0% of portfolio›$247.4K
MBL Wealth, LLC2,761
0.0% of portfolio›$242.2K
VestGen Advisors, LLC2,737
0.0% of portfolio›$240.1K
Plancorp, LLC2,719
0.0% of portfolio›$247.8K
West Branch Capital LLC2,709
0.1% of portfolio›$237.7K
Beacon Financial Group2,707
0.0% of portfolio›$237.5K
Blue Trust, Inc.2,694
0.0% of portfolio›$236.4K
Axxion S.A.2,685
0.0% of portfolio›$235.6K
Sagespring Wealth Partners, LLC2,666
0.0% of portfolio›$233.9K
Novem Group2,663
0.0% of portfolio›$233.6K
Profund Advisors LLC2,650
0.0% of portfolio›$232.5K
Robertson Stephens Wealth Management, LLC2,649
0.0% of portfolio›$232.4K
Norden Group LLC2,642
0.0% of portfolio›$231.8K
Paragon Capital Management Ltd2,629
0.0% of portfolio›$230.7K
Aire Advisors, LLC2,584
0.0% of portfolio›$226.7K
Toth Financial Advisory Corp2,559
0.0% of portfolio›$224.5K
MGO One Seven LLC2,552
0.0% of portfolio›$223.9K
SYM Financial Corp2,530
0.0% of portfolio›$221.9K
Sigma Planning Corp2,505
0.0% of portfolio›$219.8K
Able Wealth Management LLC2,465
0.0% of portfolio›$221.7K
Quantum Financial Advisors, LLC2,449
0.0% of portfolio›$214.9K
Canandaigua National Trust Co of Florida2,420
0.1% of portfolio›$212.3K
Walker Asset Management, LLC2,420
0.1% of portfolio›$212.3K
First Affirmative Financial Network2,418
0.0% of portfolio›$212.2K
Integrated Advisors Network LLC2,415
0.0% of portfolio›$211.9K
Occidental Asset Management, LLC2,347
0.0% of portfolio›$205.9K
J.Safra Asset Management Corp2,340
0.0% of portfolio›$205.3K
Strs Ohio2,299
0.0% of portfolio›$201.7K
Curat Global, LLC2,195
0.2% of portfolio›$192.6K
Larson Financial Group LLC2,135
0.0% of portfolio›$187.3K
Root Financial Partners, LLC2,059
0.0% of portfolio›$180.6K
State of Wyoming2,004
0.0% of portfolio›$175.8K
New England Capital Financial Advisors LLC1,904
0.0% of portfolio›$167.1K
Richardson Financial Services Inc.1,505
0.1% of portfolio›$132.0K
Acumen Wealth Advisors, LLC1,431
0.0% of portfolio›$125.5K
WPG Advisers, LLC1,290
0.1% of portfolio›$113.2K
EverSource Wealth Advisors, LLC1,276
0.0% of portfolio›$111.9K
Mitsubishi UFJ Asset Management Co., Ltd.1,275
0.0% of portfolio›$112.1K
IFP Advisors, Inc1,186
0.0% of portfolio›$104.0K
John Boyer, Inc.1,173
0.1% of portfolio›$103.0K
Manchester Capital Management LLC1,095
0.0% of portfolio›$96.1K
Heritage Family Offices, LLP1,070
0.0% of portfolio›$93.9K
Parkside Financial Bank & Trust1,065
0.0% of portfolio›$93.4K
Hoey Investments, Inc1,050
0.0% of portfolio›$92.1K
LFA - Lugano Financial Advisors SA1,025
0.1% of portfolio›$89.9K
True Wealth Design, LLC994
0.0% of portfolio›$87.2K
Cassaday & Co Wealth Management LLC953
0.0% of portfolio›$83.6K
SBI Securities Co., Ltd.924
0.0% of portfolio›$81.1K
Pacific Center for Financial Services848
0.0% of portfolio›$74.4K
SJS Investment Consulting Inc.826
0.0% of portfolio›$72.5K
V-Square Quantitative Management LLC816
0.0% of portfolio›$71.6K
Private Trust Co NA789
0.0% of portfolio›$69.2K
Cullen T Bankers, Inc.782
0.0% of portfolio›$68.6K
William B. Walkup & Associates, Inc.775
0.0% of portfolio›$68.0K
Central Trust Co750
0.0% of portfolio›$65.8K
Pathway Financial Advisers, LLC674
0.0% of portfolio›$59.1K
Essential Partners LLC648
0.0% of portfolio›$56.8K
Deseret Mutual Benefit Administrators614
0.0% of portfolio›$53.9K
Trust Co of Vermont606
0.0% of portfolio›$53.2K
Creative Financial Designs Inc568
0.0% of portfolio›$49.9K
Pinnacle Wealth Planning Services, Inc.461
0.0% of portfolio›$40.4K
1620 Investment Advisors, Inc.444
0.0% of portfolio›$39.0K
North Star Investment Management Corp.431
0.0% of portfolio›$37.8K
Ares Financial Consulting, LLC418
0.0% of portfolio›$36.7K
Triumph Capital Management400
0.0% of portfolio›$35.1K
Barrett & Company, Inc.396
0.0% of portfolio›$34.7K
City State Bank365
0.0% of portfolio›$32.0K
CX Institutional352
0.0% of portfolio›$31
Laurel Wealth Advisors LLC325
0.0% of portfolio›$28.5K
Center for Financial Planning, Inc.308
0.0% of portfolio›$27.0K
Plante Moran Financial Advisors, LLC297
0.0% of portfolio›$26.1K
JFS Wealth Advisors, LLC296
0.0% of portfolio›$26.0K
Rossby Financial, LCC283
0.0% of portfolio›$24.8K
Elevation Wealth Partners, LLC271
0.0% of portfolio›$23.8K
Private Wealth Management Group, LLC256
0.0% of portfolio›$22.5K
Cedar Mountain Advisors, LLC255
0.0% of portfolio›$22.4K
Atlantic Edge Private Wealth Management, LLC250
0.0% of portfolio›$21.9K
Evolution Wealth Management Inc.241
0.0% of portfolio›$21.1K
Hilton Head Capital Partners, LLC238
0.0% of portfolio›$20.9K
CoreCap Advisors, LLC226
0.0% of portfolio›$19.8K
Fortitude Family Office, LLC218
0.0% of portfolio›$19.1K
Jnba Financial Advisors200
0.0% of portfolio›$17.5K
Bell Investment Advisors, Inc200
0.0% of portfolio›$17.5K
Monetary Solutions, Ltd182
0.0% of portfolio›$16.0K
Cherry Tree Wealth Management, LLC179
0.0% of portfolio›$15.7K
Grove Bank & Trust171
0.0% of portfolio›$15.0K
Armstrong Advisory Group, Inc167
0.0% of portfolio›$14.7K
MassMutual Private Wealth & Trust, FSB144
0.0% of portfolio›$12.6K
Kozak & Associates, Inc.143
0.0% of portfolio›$12.9K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna140
0.0% of portfolio›$12.3K
Newton One Investments LLC140
0.0% of portfolio›$12.3K
Provenance Wealth Advisors, LLC131
0.0% of portfolio›$11.5K
Farmers & Merchants Investments Inc130
0.0% of portfolio›$11.4K
Covestor Ltd125
0.0% of portfolio›$11
American National Bank & Trust122
0.0% of portfolio›$10.7K
IMG Wealth Management, Inc.121
0.0% of portfolio›$10.6K
United Financial Planning Group LLC112
0.0% of portfolio›$9.8K
Physician Wealth Advisors, Inc.107
0.0% of portfolio›$9.4K
Rydar Equities, Inc.104
0.0% of portfolio›$9.7K
Salomon & Ludwin, LLC99
0.0% of portfolio›$8.7K
Nfsg Corp86
0.0% of portfolio›$7.5K
Capital Advisors, Ltd. LLC77
0.0% of portfolio›$7
Meriwether Wealth & Planning, LLC75
0.0% of portfolio›$6.6K
Creative Capital Management Investments LLC74
0.0% of portfolio›$6.5K
Cromwell Holdings LLC67
0.0% of portfolio›$5.9K
Kelleher Financial Advisors67
0.0% of portfolio›$5.9K
Owl Creek Wealth Partners LLC65
0.0% of portfolio›$5.7K
Bare Financial Services, Inc65
0.0% of portfolio›$5.7K
Pension & Wealth Management Advisors, Inc.64
0.0% of portfolio›$5.6K
Silver Grove Financial Group, Inc.63
0.0% of portfolio›$5.5K
GK Wealth Management LLC59
0.0% of portfolio›$5.2K
High Note Wealth, LLC58
0.0% of portfolio›$5.1K
DiNuzzo Private Wealth, Inc.53
0.0% of portfolio›$4.7K
GoalVest Advisory LLC53
0.0% of portfolio›$4.7K
Maseco LLP49
0.0% of portfolio›$4.3K
James T. Borello RIA47
0.0% of portfolio›$4.1K
Reyes Financial Architecture, Inc.47
0.0% of portfolio›$4.1K
Bay Harbor Wealth Management, LLC46
0.0% of portfolio›$4.0K
Latitude Advisors, LLC44
0.0% of portfolio›$3.9K
Kingdom Financial Group Llc.39
0.0% of portfolio›$3.4K
Spire Wealth Management39
0.0% of portfolio›$3.4K
Burk Holdings LLC38
0.0% of portfolio›$3.3K
Retirement Wealth Solutions LLC38
0.0% of portfolio›$3.3K
UMB Private Wealth Management, LLC32
0.0% of portfolio›$2.8K
Valued Wealth Advisors LLC31
0.0% of portfolio›$2.8K
Financial Management Professionals, Inc.29
0.0% of portfolio›$2.5K
Marquette Asset Management, LLC28
0.0% of portfolio›$2.5K
Signature Equity Partners, LLC27
0.0% of portfolio›$2.4K
Torren Management, LLC27
0.0% of portfolio›$2.4K
Clean Yield Group26
0.0% of portfolio›$2.3K
Arlington Trust Co LLC21
0.0% of portfolio›$1.8K
Hughes Financial Services, LLC18
0.0% of portfolio›$1.6K
Valley National Advisers Inc16
0.0% of portfolio›$1.4K
Nemes Rush Group LLC15
0.0% of portfolio›$1.3K
Clark Wealth Partners14
0.0% of portfolio›$1.2K
Avion Wealth13
0.0% of portfolio›$1
Navigoe, LLC12
0.0% of portfolio›$1
DecisionPoint Financial, LLC11
0.0% of portfolio›$969
First Command Advisory Services, Inc.9
0.0% of portfolio›$790
Downshift Financial, LLC9
0.0% of portfolio›$790
Highline Wealth Partners LLC4
0.0% of portfolio›$351
Birchwood Financial Partners, Inc.4
0.0% of portfolio›$351
Mosley Wealth Management4
0.0% of portfolio›$370
American Capital Advisory, LLC3
0.0% of portfolio›$264
MV Capital Management, Inc.3
0.0% of portfolio›$264
Quaker Wealth Management, LLC2
0.0% of portfolio›$176
Maryland Capital Advisors Inc.2
0.0% of portfolio›$176
Planning Strategies Inc.2
0.0% of portfolio›$175
Rakuten Securities, Inc.1
0.0% of portfolio›$88
Signature Resources Capital Management, LLC1
0.0% of portfolio›$88
TFC Financial Management, Inc.1
0.0% of portfolio›$88
Tounjian Advisory Partners, LLC0
0.0% of portfolio›$27
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
4,041,677$354.6M0.1%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,197,566$105.1M0.0%CoreLowNew York, NY2026-11-05
Swedbank AB
737,355$64.7M0.1%GrowthLowStockholm, Sweden2026-10-27
Assenagon Asset Management S.A.
625,411$54.9M0.1%GrowthHighSenningerberg, Netherlands2026-10-15
Grace & White Inc
487,610$42.8M7.0%Deep ValueVery LowNy, NY2026-10-23
Wedge Capital Management L L P
354,695$31.1M0.5%ValueMediumCharlotte, NC2026-10-13
Allspring Global Investments Holdings, LLC
353,251$31.1M0.0%CoreMediumCharlotte, NC2026-11-04
Principal Financial Group Inc
331,065$29.0M0.0%CoreLowDes Moines, IA2026-11-02
Truist Financial Corp
321,422$28.2M0.0%CoreLowCharlotte, NC2026-10-30
ProShare Advisors LLC
313,734$27.5M0.0%GrowthLowBethesda, MD2026-10-29
Retirement Systems of Alabama
284,930$25.0M0.1%IndexLowMontgomery, AL2026-11-04
Gateway Investment Advisers LLC
238,689$20.9M0.2%GrowthLowCincinnati, OH2026-10-13
Creative Planning
229,257$20.1M0.0%IndexVery LowOverland Park, KS2026-11-02
New York State Teachers Retirement System
127,015$11.1K0.0%CoreVery LowAlbany, NY2026-10-22
Imc-Chicago, LLC
121,108$10.6M0.0%GARPVery HighChicago, IL2026-11-05
US Bancorp \de\
110,605$9.7M0.0%IndexLowMinneapolis, MN2026-11-05
Citigroup Inc
109,262$9.6M0.0%CoreMediumNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
103,400$9.3M0.0%CoreLowPlymouth, MN2026-10-13
AlphaCore Capital LLC
97,955$8.6M0.1%ETFLowLa Jolla, CA2026-11-04
DekaBank Deutsche Girozentrale
93,386$8.2K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Commonwealth Equity Services, LLC
82,991$7.3M0.0%ETFLowWaltham, MA2026-11-02
Silver Lake Advisory, LLC
72,658$6.4M2.3%CoreLowCottonwood Heights, UT2026-10-22
Viking Fund Management LLC
70,000$6.1M0.5%YieldMediumMinot, ND2026-10-14
Fifth Third Bancorp
66,432$5.8M0.0%IndexVery LowCincinnati, OH2026-11-05
Amalgamated Bank
64,912$5.7K0.0%CoreVery LowNew York, NY2026-10-23
Thrivent Financial for Lutherans
64,388$5.6K0.0%GARPMediumMinneapolis, MN2026-11-05
Livforsakringsbolaget Skandia, Omsesidigt
60,300$5.3M0.2%GrowthMediumStockholm, Sweden2026-10-21
State of Alaska, Department of Revenue
60,172$5.3K0.0%CoreVery LowJuneau, AK2026-10-15
Mutual of America Capital Management LLC
52,644$4.6M0.0%IndexLowNew York, NY2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
48,243$4.2M0.0%IndexLowCopenhagen O, Greece2026-10-19
State of New Jersey Common Pension Fund D
44,952$3.9M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
42,800$3.8M0.1%IndexLowBaton Rouge, LA2026-10-20
Ethic Inc.
42,461$3.7M0.0%CoreLowNew York, NY2026-11-03
Nisa Investment Advisors, LLC
42,328$3.7M0.0%IndexVery LowSt. Louis, MO2026-10-20
Arizona State Retirement System
40,520$3.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
TD Private Client Wealth LLC
40,058$3.5M0.1%ETFLowNew York, NY2026-10-28
Yousif Capital Management, LLC
39,863$3.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
apricus wealth, LLC
37,670$3.3M1.5%YieldMediumBeaufort, SC2026-10-26
Great Diamond Partners, LLC
36,700$3.2M0.5%CoreMediumPortland, ME2026-10-13
Peak Financial Advisors LLC
35,833$3.1M1.4%CoreHighDenver, CO2026-10-28
Sculati Wealth Management, LLC
35,252$3.3M1.1%CoreLowBloomfield Hills, MI2026-10-19
Ritholtz Wealth Management
34,558$3.0M0.0%IndexLowNew York, NY2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
34,386$3.0M0.0%CoreLowHarrisburg, PA2026-11-03
Naples Global Advisors, LLC
34,266$3.0M0.2%CoreVery LowNaples, FL2026-11-05
State of Michigan Retirement System
33,800$3.0M0.0%IndexLowEast Lansing, MI2026-10-27
Waterfront Wealth Inc.
32,479$3.0M0.5%ValueLowOverland Park, KS2026-11-03
New Mexico Educational Retirement Board
32,443$2.8K0.0%IndexVery LowSanta Fe, NM2026-11-05
Klein Pavlis & Peasley Financial, Inc.
31,500$2.8M1.4%ValueMediumIrvine, CA2026-10-13
Kendall Capital Management
30,909$2.7M0.4%GARPLowRockville, MD2026-10-23
Oregon Public Employees Retirement Fund
29,883$2.6M0.0%IndexVery LowTigard, OR2026-10-30
Aviance Capital Partners, LLC
27,844$2.4M0.2%CoreLowNaples, FL2026-10-29
Concurrent Investment Advisors, LLC
27,728$2.4M0.0%GrowthMediumTampa, FL2026-10-16
Goelzer Investment Management, Inc.
27,377$2.4M0.1%GrowthLowCarmel, IN2026-10-16
Cambridge Investment Research Advisors, Inc.
26,665$2.3K0.0%ETFLowFairfield, IA2026-11-02
Bokf, NA
26,167$2.3M0.0%CoreLowTulsa, OK2026-10-27
Forvis Mazars Wealth Advisors, LLC
25,480$2.2M0.0%ETFVery LowSpringfield, MO2026-10-13
Bailard, Inc.
25,450$2.2M0.0%GrowthMediumFoster City, CA2026-10-13
Ascent Group, LLC
23,131$2.0M0.1%CoreLowVirginia Beach, VA2026-10-30
Pictet Asset Management Holding SA
22,229$2.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Nilsine Partners, LLC
21,658$1.9M0.1%CoreMediumGreenwood Village, CO2026-11-02
New York Life Investment Management LLC
21,049$1.8M0.0%GrowthLowNew York, NY2026-11-04
Investors Research Corp
21,001$1.8M0.3%ETFLowAtlanta, GA2026-10-07
Genus Capital Management Inc.
20,310$1.8M0.2%GARPHighVancouver, UAE2026-11-04
Neumann Capital Management, LLC
20,250$1.8M0.5%GrowthVery LowFoster City, CA2026-10-15
Abacus Planning Group, Inc.
19,979$1.8M0.2%ETFLowColumbia, SC2026-11-02
Signaturefd, LLC
19,821$1.7M0.0%IndexLowAtlanta, GA2026-10-23
Vise Technologies, Inc.
19,641$1.7M0.0%IndexLowNew York, NY2026-10-29
Y-Intercept (Hong Kong) Ltd
19,591$1.7M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Xponance LLC
19,578$1.7M0.0%IndexVery LowPhiladelphia, PA2026-11-03
MacKenzie Financial Corp
19,299$1.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
HB Wealth Management, LLC
19,255$1.7M0.0%IndexVery LowAtlanta, GA2026-10-23
Evergreen Capital Management LLC
18,727$1.6M0.0%GARPMediumBellevue, WA2026-10-23
Gradient Investments LLC
17,680$1.6M0.0%CoreMediumArden Hills, MN2026-10-08
Exchange Traded Concepts, LLC
17,006$1.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
JSF Financial, LLC
15,797$1.4M0.2%ETFMediumLos Angeles, CA2026-10-22
Sky Investment Group LLC
15,703$1.4M0.1%CoreVery LowHartford, CT2026-10-30
Chicago Partners Investment Group LLC
15,599$1.4M0.0%GARPLowChicago, IL2026-10-27
Burney Co/
14,856$1.3M0.0%GARPMediumReston, VA2026-10-15
XML Financial, LLC
13,555$1.2M0.1%ETFLowBethesda, MD2026-10-29
Illinois Municipal Retirement Fund
13,077$1.1M0.0%CoreMediumOak Brook, IL2026-11-05
Lido Advisors, LLC
12,860$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
North Dakota State Investment Board
12,800$1.1M0.0%GrowthMediumBismarck, ND2026-10-27
Assetmark, Inc
12,650$1.1M0.0%ETFLowConcord, CA2026-10-21
Wedmont Private Capital
12,592$1.2M0.0%IndexVery LowWest Chester, PA2026-10-09
Parrish Capital LLC
12,359$1.1M1.1%ValueLowKennesaw, GA2026-10-01
Virginia Retirement Systems ET Al
12,020$1.1M0.0%CoreMediumRichmond, VA2026-10-28
Jefferies Financial Group Inc.
11,305$991.8K0.0%CoreVery HighNew York, NY2026-11-05
Patten & Patten Inc
11,202$982.8K0.1%CoreLowChattanooga, TN2026-10-26
Crossmark Global Holdings, Inc.
10,963$961.8K0.0%GARPMediumHouston, TX2026-10-21
Prospera Financial Services Inc
10,922$997.4K0.0%CoreMediumDallas, TX2026-11-04
Machina Capital S.A.S.
10,878$954.3K0.1%ValueVery HighParis, India2026-11-05
Choreo, LLC
10,684$937.3K0.0%IndexLowRockford, IL2026-10-28
Total Wealth Planning & Management, Inc.
10,595$929.5K0.7%CoreMediumPonte Vedra Beach, FL2026-10-23
Maryland State Retirement & Pension System
10,370$909.8K0.0%IndexVery LowBaltimore, MD2026-11-05
Gamma Investing LLC
10,078$884.1K0.0%IndexVery LowFoster City, CA2026-10-08
Park Avenue Securities LLC
10,013$8780.0%ETFMediumNew York, NY2026-10-26
Lecap Asset Management LTD
9,993$876.7K0.4%ValueVery HighLondon, United Kingdom2026-10-27
Greenleaf Trust
9,951$873.0K0.0%CoreLowKalamazoo, MI2026-10-29
DMC Group, LLC
9,833$862.6K0.6%CoreMediumBirmingham, AL2026-10-26
Venture Visionary Partners LLC
9,570$839.7K0.0%CoreLowSylvania, OH2026-10-07
Carret Asset Management, LLC
9,482$831.9K0.1%CoreVery LowNew York, NY2026-11-04
Ashton Thomas Private Wealth, LLC
9,413$825.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Accurate Wealth Management, LLC
9,389$864.3K0.1%CoreMediumWesley Chapel, FL2026-10-20
First Citizens Bank & Trust Co
9,198$806.9K0.0%CoreMediumRaleigh, NC2026-10-14
Swiss Life Asset Management Ltd
9,135$801.4K0.0%CoreLowZurich, Switzerland2026-11-03
Greenwood Capital Associates LLC
8,761$768.6K0.1%CoreMediumGreenwood, SC2026-10-27
Old Port Advisors
8,752$767.8K0.2%GARPLowPortland, ME2026-10-23
Elevation Point Wealth Partners, LLC
8,360$733.4K0.0%CoreHighDenver, CO2026-11-05
Old National Bancorp
8,167$716.5K0.0%CoreLowEvansville, IN2026-10-20
Aspen Investment Management Inc
8,150$7150.0%GrowthLowGrand Rapids, MI2026-11-05
Farther Finance Advisors, LLC
7,899$693.0K0.0%IndexLowSan Francisco, CA2026-10-08
Atria Investments, Inc
7,888$692.0K0.0%CoreMediumCharlotte, NC2026-10-15
BOS Asset Management, LLC
7,661$672.1K0.2%ETFLowSpringfield, IL2026-10-09
Dumont & Blake Investment Advisors LLC
7,579$664.9K0.2%CoreVery LowPrinceton, NJ2026-10-28
D.A. Davidson & Co.
7,545$662.0K0.0%CoreLowGreat Falls, MT2026-10-28
Fifth Third Wealth Advisors LLC
7,545$661.9K0.0%IndexVery LowCincinnati, OH2026-10-22
Hennion & Walsh Asset Management, Inc.
7,515$659.3K0.0%ValueMediumParsippany, NJ2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
7,372$646.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Leisure Capital Management
7,172$629.2K0.2%CoreLowCosta Mesa, CA2026-11-03
Kestra Advisory Services, LLC
7,126$625.1K0.0%CoreLowAustin, TX2026-11-02
Fulcrum Asset Management LLP
7,091$625.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
Citizens Financial Group Inc
7,024$616.2K0.0%GrowthLowProvidence, RI2026-10-23
Regions Financial Corp
6,860$601.8K0.0%CoreLowBirmingham, AL2026-11-05
Parallel Advisors, LLC
6,410$562.4K0.0%IndexLowSan Francisco, CA2026-11-03
Csenge Advisory Group
6,305$553.1K0.0%ETFMediumClearwater, FL2026-11-04
Patten Group, Inc.
5,962$523.1K0.1%CoreLowChattanooga, TN2026-10-26
Investors Asset Management of Georgia Inc
5,951$522.1K0.2%GARPLowAtlanta, GA2026-10-20
Glenview Trust Co
5,893$517.0K0.0%GrowthVery LowLouisville, KY2026-10-28
Anchyra Partners LLC
5,798$508.7K0.1%CoreLowAtlanta, GA2026-10-13
Aries Wealth Management
5,736$503.2K0.1%CoreVery LowPortland, ME2026-10-23
Quadrant Capital Group LLC
5,726$527.1K0.0%CoreLowCincinnati, OH2026-10-20
TD Waterhouse Canada Inc.
5,646$497.1K0.0%CoreLowToronto, Australia2026-10-16
Means Investment Co., Inc.
5,374$471.5K0.0%GrowthVery LowBangor, ME2026-11-03
Krilogy Financial LLC
5,295$489.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Brighton Jones LLC
5,263$461.7K0.0%CoreVery LowSeattle, WA2026-11-03
Compound Planning, Inc.
5,231$458.9K0.0%CoreLowNew York, NY2026-11-05
CIBC Asset Management Inc
5,063$444.2K0.0%GARPLowToronto, South Africa2026-11-05
KBC Group NV
5,007$4390.0%CoreMediumBrussels, Czech Republic2026-10-22
Praxis Investment Management Inc
4,937$4330.0%CoreLowGoshen, IN2026-11-03
Patriot Financial Group Insurance Agency, LLC
4,641$407.1K0.0%GrowthLowWalpole, MA2026-10-14
First Horizon Corp
4,581$401.9K0.0%CoreLowMemphis, TN2026-10-26
Sterling Capital Management LLC
4,570$400.9K0.0%GARPMediumCharlotte, NC2026-10-22
Wedbush Securities Inc
4,521$3970.0%CoreLowPasadena, CA2026-10-22
Certuity, LLC
4,511$395.8K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Compass Financial Management LLC
4,476$392.7K0.0%CoreN/ATampa, FL2026-10-30
Coastline Trust Co
4,470$392.2K0.0%GrowthVery LowProvidence, RI2026-10-01
Park Capital Management, LLC / WI
4,389$385.0K0.2%GrowthHighMadison, WI2026-10-13
Midwest Trust Co
4,276$375.1K0.0%CoreLowOverland Park, KS2026-10-22
Perigon Wealth Management, LLC
4,218$370.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Jacobi Capital Management LLC
4,208$369.1K0.0%CoreLowPittston, PA2026-11-05
Commonwealth Financial Services, LLC
4,189$367.5K0.1%ETFMediumVienna, WV2026-10-20
Mather Group, Llc.
4,180$366.7K0.0%ETFMediumChicago, IL2026-10-14
HUB Investment Partners, LLC
4,118$361.3K0.0%GrowthLowAustin, TX2026-11-03
Arnhold LLC
4,000$350.9K0.0%GARPLowNew York, NY2026-10-26
Elyxium Wealth, LLC
3,977$348.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Wetzel Investment Advisors, Inc.
3,975$348.7K0.1%ETFLowIndianapolis, IN2026-10-13
Diversified Enterprises, LLC
3,967$348.0K0.0%ETFVery LowWilmington, DE2026-10-19
Daymark Wealth Partners, LLC
3,864$339.0K0.0%CoreLowCincinnati, OH2026-11-04
Crestwood Advisors Group, LLC
3,815$334.7K0.0%GrowthLowBoston, MA2026-10-27
Centurion Wealth Management LLC
3,788$332.3K0.1%ETFMediumMclean, VA2026-10-13
Sumitomo Mitsui Trust Group, Inc.
3,630$318.5K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Sage Rhino Capital LLC
3,545$311.0K0.1%ETFLowMenlo Park, CA2026-10-28
Aaron Wealth Advisors LLC
3,532$309.9K0.0%GrowthMediumChicago, IL2026-10-13
Simplex Trading, LLC
3,527$309.4K0.0%CoreVery HighChicago, IL2026-11-04
Welch & Forbes LLC
3,515$308.4K0.0%CoreVery LowBoston, MA2026-11-04
Viewpoint Investment Partners Corp
3,500$307.1K0.1%ValueMediumCalgary, Abu Dhabi2026-10-26
Hanson & Doremus Investment Management
3,480$3050.0%CoreVery LowBurlington, VT2026-10-16
NorthCrest Asset Manangement, LLC
3,370$312.2K0.0%GrowthLowPlymouth, MN2026-10-13
Capital Square, LLC
3,333$292.5K0.1%YieldMediumAthens, TN2026-10-19
Childress Capital Advisors, LLC
3,309$290.3K0.0%GARPMediumHouston, TX2026-10-28
Eastern Bank
3,298$289.3K0.0%GrowthMediumBoston, MA2026-10-05
Nichols & Pratt Advisers LLP
3,270$288.0K0.0%CoreLowBoston, MA2026-10-13
Paulson Wealth Management Inc.
3,261$286.1K0.1%ETFLowWest Palm Beach, FL2026-11-02
Kathmere Capital Management, LLC
3,209$281.5K0.0%ETFLowWayne, PA2026-10-20
Bank & Trust Co
3,202$280.9K0.2%ValueVery LowLitchfield, IL2026-10-07
Versant Capital Management, Inc
3,166$277.8K0.0%GARPLowPhoenix, AZ2026-10-02
J.W. Cole Advisors, Inc.
3,119$273.6K0.0%IndexLowTampa, FL2026-11-05
Sterling Investment Counsel, LLC
3,043$267.0K0.1%GrowthLowBuffalo, NY2026-10-19
Sage Capital Management, LLC
3,040$266.8K0.1%ETFLowStockton, NJ2026-10-20
KPP Advisory Services LLC
2,994$262.7K0.0%GrowthMediumLouisville, KY2026-10-26
Valeo Financial Advisors, LLC
2,988$262.2K0.0%ETFLowCarmel, IN2026-10-08
Obsidian CIO, LLC
2,988$262.1K0.2%GrowthMediumNew York, NY2026-11-05
Advisor OS, LLC
2,970$260.6K0.0%ETFMediumChicago, IL2026-11-03
Syverson Strege & Co
2,960$259.7K0.1%ETFVery LowWest Des Moines, IA2026-11-02
Net Worth Advisory Group
2,958$260.6K0.1%GARPMediumSandy, UT2026-10-20
Symmetry Partners, LLC
2,905$254.9K0.0%ETFLowGlastonbury, CT2026-10-27
Fragasso Financial Advisors Inc
2,901$265.9K0.0%ETFLowSewickley, PA2026-10-13
Apollon Wealth Management, LLC
2,820$247.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
MBL Wealth, LLC
2,761$242.2K0.0%ETFLowCharlotte, NC2026-10-22
VestGen Advisors, LLC
2,737$240.1K0.0%GrowthMediumChicago, IL2026-10-27
Plancorp, LLC
2,719$247.8K0.0%ETFLowSaint Louis, MO2026-11-03
West Branch Capital LLC
2,709$237.7K0.1%GrowthVery LowAmherst, MA2026-10-20
Beacon Financial Group
2,707$237.5K0.0%ETFMediumDallas, TX2026-10-19
Blue Trust, Inc.
2,694$236.4K0.0%ETFLowBrentwood, TN2026-10-15
Axxion S.A.
2,685$235.6K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Sagespring Wealth Partners, LLC
2,666$233.9K0.0%ETFLowFranklin, TN2026-10-22
Novem Group
2,663$233.6K0.0%ETFMediumRochester, NY2026-10-19
Profund Advisors LLC
2,650$232.5K0.0%GrowthLowBethesda, MD2026-10-29
Robertson Stephens Wealth Management, LLC
2,649$232.4K0.0%ETFMediumSan Francisco, CA2026-10-16
Norden Group LLC
2,642$231.8K0.0%GrowthMediumProvo, UT2026-10-20
Paragon Capital Management Ltd
2,629$230.7K0.0%CoreVery LowDenver, CO2026-10-09
Aire Advisors, LLC
2,584$226.7K0.0%ETFVery LowBeverly Hills, CA2026-10-22
Toth Financial Advisory Corp
2,559$224.5K0.0%CoreLowLeesburg, VA2026-10-08
MGO One Seven LLC
2,552$223.9K0.0%GrowthLowBeachwood, OH2026-10-28
SYM Financial Corp
2,530$221.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
Sigma Planning Corp
2,505$219.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Able Wealth Management LLC
2,465$221.7K0.0%ETFMediumToms River, NJ2026-10-13
Quantum Financial Advisors, LLC
2,449$214.9K0.0%ETFLowSanta Monica, CA2026-11-03
Canandaigua National Trust Co of Florida
2,420$212.3K0.1%CoreLowCanandaigua, NY2026-10-07
Walker Asset Management, LLC
2,420$212.3K0.1%CoreVery LowSpringfield, MO2026-10-13
First Affirmative Financial Network
2,418$212.2K0.0%CoreN/AColorado Springs, CO2026-10-21
Integrated Advisors Network LLC
2,415$211.9K0.0%GrowthMediumDallas, TX2026-10-20
Occidental Asset Management, LLC
2,347$205.9K0.0%GrowthLowBurlingame, CA2026-11-05
J.Safra Asset Management Corp
2,340$205.3K0.0%ETFLowNew York, NY2026-11-03
Strs Ohio
2,299$201.7K0.0%CoreMediumColumbus, OH2026-10-30
Curat Global, LLC
2,195$192.6K0.2%CoreMediumSpringfield, NH2026-10-26
Larson Financial Group LLC
2,135$187.3K0.0%GrowthLowSt Louis, MO2026-11-05
Root Financial Partners, LLC
2,059$180.6K0.0%ETFMediumEncinitas, CA2026-10-21
State of Wyoming
2,004$175.8K0.0%ValueHighCheyenne, WY2026-10-28
New England Capital Financial Advisors LLC
1,904$167.1K0.0%ETFLowMeriden, CT2026-11-03
Richardson Financial Services Inc.
1,505$132.0K0.1%GrowthMediumMedway, MA2026-10-30
Acumen Wealth Advisors, LLC
1,431$125.5K0.0%GrowthHighChattanooga, TN2026-11-05
WPG Advisers, LLC
1,290$113.2K0.1%CoreLowBaltimore, MD2026-10-27
EverSource Wealth Advisors, LLC
1,276$111.9K0.0%CoreMediumBirmingham, AL2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
1,275$112.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
IFP Advisors, Inc
1,186$104.0K0.0%GrowthLowTampa, FL2026-10-16
John Boyer, Inc.
1,173$103.0K0.1%ETFMediumTampa, FL2026-10-27
Manchester Capital Management LLC
1,095$96.1K0.0%CoreLowManchester, VT2026-10-22
Heritage Family Offices, LLP
1,070$93.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Parkside Financial Bank & Trust
1,065$93.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Hoey Investments, Inc
1,050$92.1K0.0%Agg GrowthLowCoatesville, PA2026-10-29
LFA - Lugano Financial Advisors SA
1,025$89.9K0.1%ETFLowLugano, Switzerland2026-11-03
True Wealth Design, LLC
994$87.2K0.0%ETFMediumAkron, OH2026-10-13
Cassaday & Co Wealth Management LLC
953$83.6K0.0%ETFVery LowMclean, VA2026-10-27
SBI Securities Co., Ltd.
924$81.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Pacific Center for Financial Services
848$74.4K0.0%ETFMediumDanville, CA2026-10-15
SJS Investment Consulting Inc.
826$72.5K0.0%ETFVery LowSylvania, OH2026-10-26
V-Square Quantitative Management LLC
816$71.6K0.0%CoreLowChicago, IL2026-10-15
Private Trust Co NA
789$69.2K0.0%CoreLowCleveland, OH2026-10-20
Cullen T Bankers, Inc.
782$68.6K0.0%GrowthLowSan Antonio, TX2026-10-28
William B. Walkup & Associates, Inc.
775$68.0K0.0%ValueLowColumbia, SC2026-11-05
Central Trust Co
750$65.8K0.0%CoreLowJefferson City, MO2026-11-05
Pathway Financial Advisers, LLC
674$59.1K0.0%CoreLowAuburn, IN2026-10-27
Essential Partners LLC
648$56.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Deseret Mutual Benefit Administrators
614$53.9K0.0%CoreMediumSalt Lake City, UT2026-11-04
Trust Co of Vermont
606$53.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Creative Financial Designs Inc
568$49.9K0.0%ETFMediumKokomo, IN2026-11-04
Pinnacle Wealth Planning Services, Inc.
461$40.4K0.0%GARPLowMansfield, OH2026-10-27
1620 Investment Advisors, Inc.
444$39.0K0.0%ValueLowPlymouth, MA2026-11-04
North Star Investment Management Corp.
431$37.8K0.0%CoreLowChicago, IL2026-10-27
Ares Financial Consulting, LLC
418$36.7K0.0%CoreLowCalabasas, CA2026-10-19
Triumph Capital Management
400$35.1K0.0%ETFMediumDenver, CO2026-10-14
Barrett & Company, Inc.
396$34.7K0.0%ETFLowProvidence, RI2026-10-22
City State Bank
365$32.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
CX Institutional
352$310.0%CoreMediumAuburn, IN2026-10-02
Laurel Wealth Advisors LLC
325$28.5K0.0%CoreVery LowCharlotte, NC2026-10-27
Center for Financial Planning, Inc.
308$27.0K0.0%ETFLowSouthfied, MI2026-10-26
Plante Moran Financial Advisors, LLC
297$26.1K0.0%ETFVery LowSouthfield, MI2026-11-04
JFS Wealth Advisors, LLC
296$26.0K0.0%ETFVery LowHermitage, PA2026-11-03
Rossby Financial, LCC
283$24.8K0.0%ETFMediumMelbourne, FL2026-11-05
Elevation Wealth Partners, LLC
271$23.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Private Wealth Management Group, LLC
256$22.5K0.0%ETFLowPrinceton, NJ2026-10-19
Cedar Mountain Advisors, LLC
255$22.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
Atlantic Edge Private Wealth Management, LLC
250$21.9K0.0%CoreLowJacksonville, FL2026-10-20
Evolution Wealth Management Inc.
241$21.1K0.0%ETFMediumFort Myers, FL2026-10-28
Hilton Head Capital Partners, LLC
238$20.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
CoreCap Advisors, LLC
226$19.8K0.0%ETFMediumSouthfield, MI2026-10-08
Fortitude Family Office, LLC
218$19.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Jnba Financial Advisors
200$17.5K0.0%ETFMediumBloomington, MN2026-11-03
Bell Investment Advisors, Inc
200$17.5K0.0%ETFVery LowOrinda, CA2026-10-29
Monetary Solutions, Ltd
182$16.0K0.0%ETFVery LowDayton, OH2026-10-22
Cherry Tree Wealth Management, LLC
179$15.7K0.0%ETFVery LowMinnetonka, MN2026-10-15
Grove Bank & Trust
171$15.0K0.0%ETFLowMiami, FL2026-10-08
Armstrong Advisory Group, Inc
167$14.7K0.0%ETFHighNeedham, MA2026-10-09
MassMutual Private Wealth & Trust, FSB
144$12.6K0.0%CoreLowSpringfield, MA2026-10-05
Kozak & Associates, Inc.
143$12.9K0.0%ETFLowHighlands Ranch, CO2026-10-29
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
140$12.3K0.0%GrowthMediumWarsaw, Russia2026-10-21
Newton One Investments LLC
140$12.3K0.0%ETFVery LowNewark, DE2026-10-14
Provenance Wealth Advisors, LLC
131$11.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Farmers & Merchants Investments Inc
130$11.4K0.0%CoreVery LowLincoln, NE2026-10-22
Covestor Ltd
125$110.0%ValueHighLondon, United Kingdom2026-10-30
American National Bank & Trust
122$10.7K0.0%CoreVery LowWichita Falls, TX2026-10-07
IMG Wealth Management, Inc.
121$10.6K0.0%ETFMediumJacksonville, FL2026-10-27
United Financial Planning Group LLC
112$9.8K0.0%ETFHighHauppauge, NY2026-11-04
Physician Wealth Advisors, Inc.
107$9.4K0.0%ETFMediumMidvale, UT2026-10-20
Rydar Equities, Inc.
104$9.7K0.0%CoreVery LowWeatherford, TX2026-10-13
Salomon & Ludwin, LLC
99$8.7K0.0%ETFVery LowRichmond, VA2026-10-29
Nfsg Corp
86$7.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Capital Advisors, Ltd. LLC
77$70.0%ETFLowShaker Heights, OH2026-10-27
Meriwether Wealth & Planning, LLC
75$6.6K0.0%ETFMediumMinden, LA2026-10-13
Creative Capital Management Investments LLC
74$6.5K0.0%ETFLowSan Diego, CA2026-10-28
Cromwell Holdings LLC
67$5.9K0.0%IndexLowJackson, WY2026-10-28
Kelleher Financial Advisors
67$5.9K0.0%CoreMediumNew York, NY2026-10-30
Owl Creek Wealth Partners LLC
65$5.7K0.0%IndexLowGreenwood Village, CO2026-10-20
Bare Financial Services, Inc
65$5.7K0.0%ETFVery LowGap, PA2026-11-04
Pension & Wealth Management Advisors, Inc.
64$5.6K0.0%ETFLowWaltham, MA2026-10-16
Silver Grove Financial Group, Inc.
63$5.5K0.0%CoreMediumOrchard Park, NY2026-11-05
GK Wealth Management LLC
59$5.2K0.0%GARPVery HighReno, NV2026-10-09
High Note Wealth, LLC
58$5.1K0.0%ETFVery LowDeephaven, MN2026-10-27
DiNuzzo Private Wealth, Inc.
53$4.7K0.0%ETFLowBeaver, PA2026-10-16
GoalVest Advisory LLC
53$4.7K0.0%ETFMediumNew York, NY2026-10-02
Maseco LLP
49$4.3K0.0%ETFVery LowLondon, United Kingdom2026-10-27
James T. Borello RIA
47$4.1K0.0%ETFVery LowEast Dundee, IL2026-10-16
Reyes Financial Architecture, Inc.
47$4.1K0.0%ETFVery HighSan Diego, CA2026-10-22
Bay Harbor Wealth Management, LLC
46$4.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Latitude Advisors, LLC
44$3.9K0.0%ETFLowYorkville, IL2026-10-27
Kingdom Financial Group Llc.
39$3.4K0.0%ETFMediumPeoria, AZ2026-11-04
Spire Wealth Management
39$3.4K0.0%GrowthMediumMclean, VA2026-10-30
Burk Holdings LLC
38$3.3K0.0%ETFVery LowTulsa, OK2026-11-05
Retirement Wealth Solutions LLC
38$3.3K0.0%ETFLowMarshfield, WI2026-10-07
UMB Private Wealth Management, LLC
32$2.8K0.0%GrowthN/AKansas City, MO2026-10-19
Valued Wealth Advisors LLC
31$2.8K0.0%IndexVery LowHolladay, UT2026-11-05
Financial Management Professionals, Inc.
29$2.5K0.0%ETFMediumAustin, TX2026-10-23
Marquette Asset Management, LLC
28$2.5K0.0%ETFVery LowMinneapolis, MN2026-10-09
Signature Equity Partners, LLC
27$2.4K0.0%GrowthMediumColumbus, OH2026-10-29
Torren Management, LLC
27$2.4K0.0%ETFMediumSan Diego, CA2026-10-29
Clean Yield Group
26$2.3K0.0%CoreLowNorwich, VT2026-10-28
Arlington Trust Co LLC
21$1.8K0.0%ETFMediumBirmingham, AL2026-10-20
Hughes Financial Services, LLC
18$1.6K0.0%ETFLowHerndon, VA2026-10-30
Valley National Advisers Inc
16$1.4K0.0%ETFLowBethlehem, PA2026-10-23
Nemes Rush Group LLC
15$1.3K0.0%CoreVery LowNovi, MI2026-11-04
Clark Wealth Partners
14$1.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Avion Wealth
13$10.0%ETFLowThe Woodlands, TX2026-11-04
Navigoe, LLC
12$10.0%ETFVery LowRedondo Beach, CA2026-11-04
DecisionPoint Financial, LLC
11$9690.0%ETFVery LowMesa, AZ2026-10-27
First Command Advisory Services, Inc.
9$7900.0%IndexLowFort Worth, TX2026-11-05
Downshift Financial, LLC
9$7900.0%ETFLowBoulder, CO2026-10-13
Highline Wealth Partners LLC
4$3510.0%ETFMediumSherman Oaks, CA2026-10-19
Birchwood Financial Partners, Inc.
4$3510.0%ETFVery LowBloomington, MN2026-11-02
Mosley Wealth Management
4$3700.0%ETFHighAnaheim, CA2026-10-16
American Capital Advisory, LLC
3$2640.0%ETFLowKetchum, ID2026-10-28
MV Capital Management, Inc.
3$2640.0%ETFLowBethesda, MD2026-10-29
Quaker Wealth Management, LLC
2$1760.0%ETFMediumMoorestown, NJ2026-10-22
Maryland Capital Advisors Inc.
2$1760.0%ETFVery LowChester, MD2026-10-15
Planning Strategies Inc.
2$1750.0%ETFN/ALancaster, PA2026-10-02
Rakuten Securities, Inc.
1$880.0%Agg GrowthHighTokyo, Mexico2026-11-02
Signature Resources Capital Management, LLC
1$880.0%ETFLowNewport Beach, CA2026-10-16
TFC Financial Management, Inc.
1$880.0%ETFVery LowBoston, MA2026-10-26
Tounjian Advisory Partners, LLC
0$270.0%GrowthHighFort Myers, FL2026-11-04